American Express Co
AXP- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0000004962
In the last 90 days, American Express Co insiders filed 0 open-market purchases and 1 sale; 3,022 institutions reported holding it in 13F filings for Q2 2026, worth $195.1B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.
13F holders, Q4 2024
Institutional positions in American Express Co as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,642
- +229 vs. Q3 2024
- Shares held
- 598.7M
- +6.85M (+1.2%) vs. Q3 2024
- Total value
- $177.5B
- +$17.3B (+10.8%) vs. Q3 2024
- New holders
- 334
- 859 more added
- Sold out
- 105
- 1,030 more reduced
46 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AXP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,022 | $195.1B |
| Q1 2026 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $160.6B |
| Q2 2024 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $102.9B |
| Q4 2022 | 2,008 | $92.3B |
| Q3 2022 | 1,919 | $85.1B |
| Q2 2022 | 1,975 | $88.0B |
| Q1 2022 | 2,067 | $120.0B |
| Q4 2021 | 2,005 | $106.1B |
| Q3 2021 | 1,879 | $111.2B |
| Q2 2021 | 1,851 | $112.6B |
| Q1 2021 | 1,781 | $96.5B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| United Community Bank | 3,204 | $950.9K | 0.37% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 3,218 | $955.1K | 0.12% | +3+0.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 3,220 | $955.8K | 0.16% | +50+1.6% | Added |
| Lifeworks Advisors, LLC | 3,227 | $957.7K | 0.17% | +93+3.0% | Added |
| WMS Partners, LLC | 3,228 | $958.1K | 0.05% | −11−0.3% | Reduced |
| International Assets Investment Management, LLC | 3,213 | $958.8K | 0.08% | −906,524−99.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,247 | $963.7K | 0.12% | +50+1.6% | Added |
| Somerville Kurt F | 3,250 | $964.6K | 0.16% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 3,258 | $966.9K | 0.20% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 3,260 | $967.5K | 0.63% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,264 | $968.8K | 0.12% | −286−8.1% | Reduced |
| Ocean Capital Management, LLC | 3,265 | $969.1K | 0.21% | +5+0.2% | Added |
| Provenance Wealth Advisors, LLC | 3,273 | $971.4K | 0.13% | −5,728−63.6% | Reduced |
| SeaCrest Wealth Management, LLC | 3,288 | $975.7K | 0.10% | +4+0.1% | Added |
| Tanager Wealth Management LLP | 3,290 | $976.4K | 0.13% | −85−2.5% | Reduced |
| Financial Management Network Inc | 3,223 | $976.8K | 0.20% | −16−0.5% | Reduced |
| Sigma Investment Counselors Inc | 3,306 | $981.2K | 0.06% | 00.0% | Unchanged |
| Geller Advisors LLC | 3,311 | $982.7K | 0.06% | −18−0.5% | Reduced |
| Aspen Investment Management Inc | 3,316 | $984.0K | 0.46% | +10.0% | Added |
| Atlanta Consulting Group Advisors, LLC | 3,318 | $984.9K | 0.36% | −28−0.8% | Reduced |
| one8zero8, LLC | 3,320 | $985.3K | 0.21% | +3,320 | New |
| Larson Financial Group LLC | 3,320 | $985.5K | 0.05% | −300−8.3% | Reduced |
| Brucke Financial, Inc. | 3,107 | $986.3K | 0.85% | +3,107 | New |
| Navellier & Associates Inc | 3,326 | $987.1K | 0.12% | +1,426+75.1% | Added |
| Mattson Financial Services, LLC | 3,641 | $987.4K | 0.32% | −1,634−31.0% | Reduced |
| First Foundation Advisors | 3,331 | $988.7K | 0.04% | −10−0.3% | Reduced |
| Capital Management Associates | 3,332 | $988.9K | 1.16% | −864−20.6% | Reduced |
| Bell Bank | 3,333 | $989.2K | 0.07% | −5−0.1% | Reduced |
| LGL Partners, LLC | 3,344 | $992.6K | 0.14% | −44−1.3% | Reduced |
| Texas Yale Capital Corp. | 3,348 | $993.7K | 0.04% | +225+7.2% | Added |
| Catalina Capital Group, LLC | 3,356 | $996.1K | 0.33% | +34+1.0% | Added |
| Kovack Advisors, Inc. | 3,359 | $997.0K | 0.10% | +38+1.1% | Added |
| Verity & Verity, LLC | 3,367 | $999.3K | 0.09% | +1,447+75.4% | Added |
| Trueblood Wealth Management, LLC | 3,367 | $999.4K | 0.49% | +333+11.0% | Added |
| 180 Wealth Advisors, LLC | 3,388 | $1.01M | 0.16% | −33−1.0% | Reduced |
| Mayflower Financial Advisors, LLC | 3,397 | $1.01M | 0.15% | −333−8.9% | Reduced |
| Zullo Investment Group, Inc. | 3,397 | $1.01M | 0.41% | +130+4.0% | Added |
| Richwood Investment Advisors, LLC | 3,401 | $1.01M | 0.84% | +80+2.4% | Added |
| Cornerstone Wealth Group, LLC | 3,404 | $1.01M | 0.08% | −120−3.4% | Reduced |
| Proficio Capital Partners LLC | 3,409 | $1.01M | 0.08% | +661+24.1% | Added |
| CFO4Life Group, LLC | 3,410 | $1.01M | 0.18% | +39+1.2% | Added |
| Defined Wealth Management, LLC | 3,413 | $1.01M | 0.67% | +8+0.2% | Added |
| MidWestOne Financial Group, Inc. | 3,431 | $1.02M | 0.14% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 3,429 | $1.02M | 0.82% | +27+0.8% | Added |
| Capricorn Fund Managers Ltd | 3,441 | $1.02M | 0.46% | −1,293−27.3% | Reduced |
| Empirical Asset Management, LLC | 17,983 | $1.03M | 0.34% | +14,426+405.6% | Added |
| Watts Gwilliam & Co., LLC | 3,397 | $1.03M | 0.22% | −10−0.3% | Reduced |
| Alerus Financial NA | 3,473 | $1.03M | 0.08% | −32−0.9% | Reduced |
| Platform Technology Partners | 3,484 | $1.03M | 0.31% | −109−3.0% | Reduced |
| Sendero Wealth Management, LLC | 3,495 | $1.04M | 0.15% | +33+1.0% | Added |
| ERn Financial, LLC | 3,498 | $1.04M | 0.16% | +5+0.1% | Added |
| Hills Bank & Trust Co | 3,524 | $1.05M | 0.08% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 3,537 | $1.05M | 0.54% | +3+0.1% | Added |
| Global Trust Asset Management, LLC | 3,555 | $1.06M | 0.40% | −236−6.2% | Reduced |
| Spire Wealth Management | 3,561 | $1.06M | 0.03% | +241+7.3% | Added |
| EverSource Wealth Advisors, LLC | 3,566 | $1.06M | 0.06% | +402+12.7% | Added |
| Oak Asset Management, LLC | 3,580 | $1.06M | 0.39% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,590 | $1.07M | 0.32% | +336+10.3% | Added |
| Philadelphia Trust Co | 3,595 | $1.07M | 0.08% | −16−0.4% | Reduced |
| Saybrook Capital | 3,600 | $1.07M | 0.29% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 3,600 | $1.07M | 1.23% | +3,600 | New |
| Lazari Capital Management, Inc. | 3,606 | $1.07M | 0.43% | +28+0.8% | Added |
| Steel Peak Wealth Management LLC | 3,625 | $1.08M | 0.04% | +692+23.6% | Added |
| Burford Brothers, Inc. | 3,625 | $1.08M | 0.53% | −51−1.4% | Reduced |
| Cornerstone Wealth Management, LLC | 3,629 | $1.08M | 0.07% | −37−1.0% | Reduced |
| Cable Hill Partners, LLC | 3,631 | $1.08M | 0.11% | −7−0.2% | Reduced |
| Mystic Asset Management, Inc. | 3,632 | $1.08M | 0.29% | +1,489+69.5% | Added |
| Doliver Advisors, LP | 3,633 | $1.08M | 0.30% | +125+3.6% | Added |
| Lindbrook Capital, LLC | 3,659 | $1.09M | 0.10% | +826+29.2% | Added |
| Prescott Group Capital Management, L.L.C. | 3,662 | $1.09M | 0.15% | 00.0% | Unchanged |
| Capital International Sarl | 3,673 | $1.09M | 0.03% | +1,289+54.1% | Added |
| Quent Capital, LLC | 3,706 | $1.10M | 0.11% | +388+11.7% | Added |
| Gratus Wealth Advisors, LLC | 3,709 | $1.10M | 0.18% | −8−0.2% | Reduced |
| Alexander Randolph Advisory, Inc. | 3,740 | $1.11M | 1.03% | −67−1.8% | Reduced |
| Cozad Asset Management Inc | 3,756 | $1.11M | 0.10% | +979+35.3% | Added |
| Howard Capital Management Inc. | 3,756 | $1.11M | 0.02% | +175+4.9% | Added |
| Coastal Investment Advisors, Inc. | 3,705 | $1.12M | 0.46% | +99+2.7% | Added |
| Forte Capital LLC | 3,789 | $1.12M | 0.13% | −125−3.2% | Reduced |
| Sentry Investment Management LLC | 3,799 | $1.13M | 0.54% | −954−20.1% | Reduced |
| Tang Capital Management LLC | 3,799 | $1.13M | 0.07% | +2,798+279.5% | Added |
| Midland Wealth Advisors LLC | 3,801 | $1.13M | 0.07% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 3,805 | $1.13M | 0.01% | −52,671−93.3% | Reduced |
| First Western Trust Bank | 3,819 | $1.13M | 0.05% | +12+0.3% | Added |
| MTM Investment Management, LLC | 3,822 | $1.13M | 0.44% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 3,825 | $1.14M | 0.66% | +62+1.6% | Added |
| Plancorp, LLC | 3,830 | $1.14M | 0.05% | +565+17.3% | Added |
| White Knight Strategic Wealth Advisors, LLC | 3,834 | $1.14M | 0.48% | +1,929+101.3% | Added |
| Bridges Investment Management Inc | 3,838 | $1.14M | 0.02% | +14+0.4% | Added |
| BSW Wealth Partners | 3,850 | $1.14M | 0.17% | +319+9.0% | Added |
| LGT Fund Management Co Ltd. | 3,851 | $1.14M | 0.10% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 3,851 | $1.14M | 0.40% | −119−3.0% | Reduced |
| Colonial Trust Co | 3,863 | $1.15M | 0.17% | −227−5.6% | Reduced |
| WBH Advisory Inc | 3,884 | $1.15M | 0.11% | −109−2.7% | Reduced |
| First International Bank & Trust | 3,888 | $1.15M | 0.37% | +680+21.2% | Added |
| Sanders Morris Harris LLC | 3,892 | $1.16M | 0.17% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 3,877 | $1.16M | 1.03% | +3,877 | New |
| Meridian Wealth Management, LLC | 3,899 | $1.16M | 0.05% | +382+10.9% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,900 | $1.16M | 0.67% | −700−15.2% | Reduced |
| Next Level Private LLC | 3,908 | $1.16M | 0.47% | −10.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,910 | $1.16M | 0.20% | +50+1.3% | Added |